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Upstart Holdings
UPST

Overview Fund Activity

422 hedge funds and large institutions have $13.3B invested in Upstart Holdings in 2021 Q3 according to their latest regulatory filings, with 223 funds opening new positions, 115 increasing their positions, 58 reducing their positions, and 52 closing their positions.

Holders
422
Holders Change
+169
Holders Change %
+66.8%
% of All Funds
7.41%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.32%
New
223
Increased
115
Reduced
58
Closed
52
Calls
$2.38B
Puts
$1.89B
Net Calls
+$488M
Net Calls Change
+$621M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.4B
2
VVP
2
Vulcan Value Partners
Alabama
$1.35B
3
BlackRock
3
BlackRock
New York
$561M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$382M
5
WRCM
5
Whale Rock Capital Management
Massachusetts
$263M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$89.8M
2
VS
2
VK Services
California
$299M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$29.6M
4
BC
4
BIT Capital
Germany
$382M
5
TP
5
Third Point
New York
$3.92B
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
101
TCI Wealth Advisors
Arizona
$5.89M +$5.89M +18,597 New
CA
102
Capitolis Advisors
New York
$5.67M +$5.67M +14,788 New
MCCP
103
Mission Creek Capital Partners
California
$5.55M +$5.55M +17,529 New
Mercer Global Advisors
104
Mercer Global Advisors
Colorado
$5.43M +$2.22M +7,014 +69%
ACM
105
ACT Capital Management
Pennsylvania
$5.41M -$2.44M -7,700 -31%
EFEM
106
Eos Focused Equity Management
New York
$5.36M +$688K +2,174 +15%
Treasurer of the State of North Carolina
107
Treasurer of the State of North Carolina
North Carolina
$5.14M +$3.78M +11,959 +279%
Vontobel Holding
108
Vontobel Holding
Switzerland
$5.12M +$2.82M +8,906 +122%
PP
109
PDT Partners
New York
$4.87M +$4.87M +15,380 New
Macquarie Group
110
Macquarie Group
Australia
$4.81M +$577K +1,824 +14%
AP
111
Atlas Principals
North Carolina
$4.75M +$4.75M +15,000 New
N
112
Natixis
France
$4.73M +$4.73M +14,937 New
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
$4.71M +$566K +1,788 +14%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$4.51M +$3.26M +10,286 +260%
Comerica Bank
115
Comerica Bank
Texas
$4.43M +$2.13M +8,035 +93%
JAM
116
Jupiter Asset Management
United Kingdom
$4.43M -$190K -601 -4%
BOTOTLSJU
117
Board of Trustees of The Leland Stanford Junior University
California
$4.31M – – –
State of New Jersey Common Pension Fund D
118
State of New Jersey Common Pension Fund D
New Jersey
$4.3M -$2.29M -7,228 -35%
AR
119
Advisory Research
Illinois
$4.25M -$2.7M -8,525 -39%
GAM
120
Griffin Asset Management
New York
$4.14M +$2.82M +8,926 +215%
CM
121
Crestline Management
Texas
$4.02M +$4.02M +12,700 New
CSS
122
Cubist Systematic Strategies
Connecticut
$3.95M +$2.15M +6,791 +119%
P
123
Paradiem
Louisiana
$3.87M -$3M -8,728 -44%
MA
124
Mezzasalma Advisors
New Jersey
$3.62M +$3.62M +11,439 New
Janus Henderson Group
125
Janus Henderson Group
United Kingdom
$3.54M +$1.24M +3,934 +54%
3 4
5
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